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  2. Operational Tasks (HR)

Operational Tasks (HR)

How-To documents covering ongoing operational activities and functions for Admins

Employee Data Maintenance

  • How to add and manage employee data (manual configuration)
  • Director's Flag
  • How to grant access to a Director’s account
  • How to view your HR Data Sync files and troubleshoot any issues
  • How to deal with employees that are flagged as having an incorrect email address
  • How to manually save a CSV file with UTF-8 encoding

Budget Maintenance

  • How to manage Perk Token budgets
  • How to manage Financial budgets
  • Point Conversion Rates - Global configuration

Reward Processing

  • How to process Payroll orders
  • How to process SWAG catalog orders

Recognitions and Awards

  • How to extend the expiration date of a perk
  • How to give a Recognition from the Administrator portal
  • How to give Ad Hoc Rewards
  • How to create and run a Company Award
  • How to pin a Recognition to the Wall
  • How to remove a Recognition from the Wall
  • See all 12 articles

Reports and Trends

  • Trend Reports
  • What are Reporting Groups?
  • Director’s Report
  • Company Report
  • Service Award Reports
  • How to download a Recognitions report
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